Cypress Wealth Services’s Mine Safety MSA Stock Holding History

Cypress Wealth Services’s Portfolio MSA Stock Details MSA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q2	–	Sell	-10,011	Closed	-$194K	–	264
2019 Q1	$194K	Sell	10,011 -300	-3%	-$30.2K	0.06%	243
2018 Q4	$195K	Sell	10,311 -500	-5%	-$51K	0.08%	205
2018 Q3	$245K	Hold	10,811	–	–	0.09%	185
2018 Q2	$253K	Buy	+10,811	New	+$977K	0.1%	185
2018 Q1	–	Sell	-9,900	Closed	-$224K	–	206
2017 Q4	$224K	Buy	+9,900	New	+$790K	0.09%	180

Other funds holding MSA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

CIP

Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Cypress Wealth Services's MSA Position: Q2 2019 in Review

Cypress Wealth Services sold out of Mine Safety (MSA) in Q2 2019, closing a stake of 10,011 shares — an estimated $194K sold.

Cypress Wealth Services first reported a position in MSA in Q4 2017 and held it in 5 quarters. The position peaked at $253K in Q2 2018. 231 funds tracked by Wall St. Rank hold MSA as of Q2 2019.

Cypress Wealth Services reported no remaining Mine Safety position as of Q2 2019 after selling out during the quarter.
Cypress Wealth Services sold 10,011 Mine Safety shares in Q2 2019, an estimated $194K.
Cypress Wealth Services first reported a position in Mine Safety in Q4 2017 and held it in 5 quarters.
Cypress Wealth Services's Mine Safety position peaked at $253K in Q2 2018.
231 funds tracked by Wall St. Rank held Mine Safety as of Q2 2019.

Based on Cypress Wealth Services's 13F filing for Q2 2019, filed 24 Jul 2019.